About VirtuAssist

Kim Creque

Kim Creque founded VirtuAssist in 2010 to provide a solution for Independent Financial Planners’ rising need for back office support. Kim’s background delivers over 20 years of experience in Financial Service providing back office support to the various needs of the Independent Financial Advisor. Kim began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis.  In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Kim has partnered with Independent Financial Planners as a Virtual Assistant for the last seven years; helping them to grow their business by utilizing the skills she has acquired within the Financial Service industry.  Through this partnership, she manages multiple lines of business; has developed key relationships with multiple security providers, insurance and annuity carriers; and adapts to the rapidly changing regulatory environment for which this industry is known.

Michelle Dillman

Michelle joined VirtuAssist in July 2014.  She brings with her over 13 years of new business and annuity operations experience where she held a Series 6 license.  She transitioned into IT Development and worked as a systems analyst developing processes and procedures for annuity operations. In the time she has been with VirtuAssist, she has amassed a great deal of additional experience with other financial services products and procedures. She is very detailed oriented and knows the importance of organization, prioritization, timelines and flexibility.  She believes that effective communication and thoroughness are the keys to getting tasks accomplished correctly the first time.

Carolyn Salinas

Carolyn joined VirtuAssist in March 2018.  She brings over 36 years of life insurance, underwriting, office management and operations experience.  She started her career with Security Life of Denver/Voya working in the home office, processing new business and was a junior underwriter.  She then moved to one of their regional offices working closely with producers, their staff and the home office to “work outside the box” to get business issued and placed.  She has also worked with Brokerage firms, an M Agency and Independent producers in all aspects of life insurance processing and customer service.

Carolyn enjoys spending time with family and friends. Loves the mountains, music and a good book.  

Julia Braum

Julia joined VirtuAssist in May 2018. She brings with her 5 years of Client Relations experience and dedication to Financial Planners and Advisors. Her commitment to clients and passion for helping others is apparent in everything that she does. Since her time in the Financial Industry, she has gained experience and knowledge in new accounts, account transfers, data entry and compliance. She graduated from the University of Colorado in Colorado Springs in 2011 where she received a Bachelor’s in Communications with an emphasis in Media Management. She also minored in American Sign Language.

In the time she has been with VirtuAssist, she has added a great deal of additional experience with other financial services products and procedures.

Julia enjoys going above and beyond for clients and has a sense of urgency when it comes to prioritization and meeting deadlines.

Melissa Heyden

Melissa joined VirtuAssist in November 2021. She brings over 15 years of service in financial services. She started at Principal Financial Group in the new business and client transition services department working with data processing and until she joined VirtuAssist.

Melissa enjoys spending time with family and friends and time at the lake.

Jennifer Dreher

Jennifer joined VirtuAssist in January 2019. She brings over 12 years of new business operations experience and office management. She started her career with Pacific Life as an Administrative Assistant and New Business/Underwriting Assistant. She then joined a small financial services office where her responsibilities included handling all daily office duties, in the role of advisor support, client service, administrative support and office manager.

Jennifer enjoys spending time with family and friends. Also spending time at sporting events and spending time outside, walking, hiking and riding bikes.